Can I track the expense approval with the budget from Xero?
approved expenses will be tracked with a budget even if this budget was uploaded/synced from Xero to ApprovalMax after these requests were fully approved in ApprovalMax.
Budget checking for requests on approval will consider requests that have been approved before the
budget got uploaded to ApprovalMax if these requests suite Budget ( i.e. date/tracking category).
Does ApprovalMax support Xero Expenses?
We currently do not support Xero Expenses as Xero has not released an API yet. However, setting up suppliers for employees works perfectly in this respect. The option of Xero Bill creation in ApprovalMax should provide a rather good flow for employee ...
How can I use Dext Expense Reports in ApprovalMax?
When Expense Reports get published to ApprovalMax, they are considered to be Invoices (Bills); the supplier for Expense Reports is generated as "[User Name] - Expense Report". An Expense Report is created as a bulk of "Costs" in Dext, each Cost item ...
How does the Expense Creation and Approval workflow for QuickBooks Online work?
ApprovalMax enables the setup of multi-step approval workflows for Expenses. Users of Organisations connected to QuickBooks Online can create Expense requests directly in ApprovalMax. This is how the approval of Expenses created directly in ...
What is the Budget checking feature?
The Budget checking feature makes sure that an Organisation does not overspend, i.e. doesn't spend more money than intended. Budgets are prepared either in Xero or some other 3rd-party system, and then uploaded/synced to ApprovalMax where Bills and ...
Can I pull Expenses from QuickBooks Online to ApprovalMax?
Yes, ApprovalMax supports pulling of existing Expenses from QuickBooks Online without going through the appropriate approval workflow in ApprovalMax. Besides, you can create your Expense requests directly in ApprovalMax or pull them from Dext, run ...